Plante Moran Financial Advisors, LLC United Parcel Service Inc Transaction History

Plante Moran Financial Advisors, LLC

$1.59 Billion
Q3 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 800 shares of UPS stock, worth $75,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares

800

Previous 800 -0.0%

Holding current value

$75,352

Previous $80,000 17.5%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$109.66 - $136.26 $7,347 - $9,129	-67 Reduced 7.73%	800 $87,000
Q4 2024 Feb 05, 2025	SELL	$122.65 - $138.35 $16,312 - $18,400	-133 Reduced 13.3%	867 $109,000
Q2 2024 Aug 12, 2024	SELL	$134.2 - $152.27 $6,709 - $7,613	-50 Reduced 4.76%	1,000 $136,000
Q1 2024 May 09, 2024	SELL	$139.08 - $161.22 $23,226 - $26,923	-167 Reduced 13.72%	1,050 $156,000
Q4 2023 Feb 05, 2024	BUY	$134.83 - $162.94 $27,774 - $33,565	206 Added 20.38%	1,217 $191,000

Q1 2023 May 08, 2023	SELL	$173.82 - $193.99 $27,811 - $31,038	-160 Reduced 13.66%	1,011 $196,000
Q4 2022 Feb 09, 2023	BUY	$159.14 - $190.36 $136,542 - $163,328	858 Added 274.12%	1,171 $203,000
Q3 2022 Nov 02, 2022	SELL	$161.54 - $208.05 $30,854 - $39,737	-191 Reduced 37.9%	313 $51,000
Q2 2022 Aug 02, 2022	SELL	$167.39 - $206.64 $4,184 - $5,166	-25 Reduced 4.73%	504 $92,000
Q1 2022 May 06, 2022	SELL	$194.83 - $232.11 $30,393 - $36,209	-156 Reduced 22.77%	529 $113,000
Q4 2021 Feb 09, 2022	BUY	$178.42 - $218.07 $18,198 - $22,243	102 Added 17.5%	685 $147,000
Q3 2021 Nov 08, 2021	SELL	$182.1 - $214.26 $59,910 - $70,491	-329 Reduced 36.07%	583 $106,000
Q2 2021 Aug 10, 2021	BUY	$171.28 - $217.5 $96,430 - $122,452	563 Added 161.32%	912 $190,000
Q1 2021 May 13, 2021	BUY	$155.0 - $169.99 $45,260 - $49,637	292 Added 512.28%	349 $59,000
Q4 2020 Feb 09, 2021	SELL	$155.78 - $176.54 $47,824 - $54,197	-307 Reduced 84.34%	57 $10,000
Q3 2020 Nov 12, 2020	BUY	$113.76 - $168.9 $18,656 - $27,699	164 Added 82.0%	364 $61,000
Q1 2020 May 07, 2020	SELL	$86.17 - $118.61 $6,807 - $9,370	-79 Reduced 28.32%	200 $19,000
Q4 2019 Feb 14, 2020	SELL	$112.74 - $124.3 $3,833 - $4,226	-34 Reduced 10.86%	279 $33,000
Q3 2019 Nov 13, 2019	SELL	$101.62 - $122.85 $45,525 - $55,036	-448 Reduced 58.87%	313 $37,000
Q2 2019 Aug 13, 2019	BUY	$92.92 - $114.49 $4,088 - $5,037	44 Added 6.14%	761 $79,000
Q1 2019 May 13, 2019	BUY	$94.45 - $112.13 $27,107 - $32,181	287 Added 66.74%	717 $80,000
Q4 2018 Jan 29, 2019	BUY	$89.89 - $118.78 $2,067 - $2,731	23 Added 5.65%	430 $42,000
Q3 2018 Nov 09, 2018	SELL	$105.76 - $124.66 $30,458 - $35,902	-288 Reduced 41.44%	407 $48,000
Q2 2018 Jul 26, 2018	BUY	$103.84 - $118.34 $20,975 - $23,904	202 Added 40.97%	695 $74,000
Q1 2018 May 01, 2018	BUY	$101.66 - $134.09 $7,014 - $9,252	69 Added 16.27%	493 $52,000
Q3 2017 Nov 08, 2017	BUY	$110.17 - $120.09 $46,712 - $50,918	424	424 $51,000

Others Institutions Holding UPS

# of Institutions

2,380

Shares Held

470M

Call Options Held

22.7M

Put Options Held

22.3M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $68.7B
Description
United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...

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Plante Moran Financial Advisors, LLC United Parcel Service Inc Transaction History